Liberty All-Star Equity Fund shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Liberty All-Star Equity Fund
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All positions including Liberty All-Star Equity Fund held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Liberty All-Star Equity Fund by Tradition Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $32k | 5.0k | 6.41 |
2023-09-30 | $30k | 5.0k | 6.01 |
2023-06-30 | $32k | 5.0k | 6.41 |
2023-03-31 | $31k | 5.0k | 6.21 |
2022-12-31 | $28k | 5.0k | 5.61 |
2022-09-30 | $28k | 5.0k | 5.61 |
2022-06-30 | $26k | 4.2k | 6.23 |
2022-03-31 | $28k | 3.5k | 8.04 |
2021-12-31 | $26k | 3.1k | 8.31 |
2021-09-30 | $27k | 3.1k | 8.63 |
2021-06-30 | $18k | 2.0k | 9.00 |
2021-03-31 | $15k | 2.0k | 7.50 |
2020-12-31 | $14k | 2.0k | 7.00 |
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